Evan Daniel Email & Phone Number

Dallas, Tx, Us

Dallas-Fort Worth Metroplex

Provided tailored financial guidance and support to clients, building trust through personalized interactions and optimizing their strategies with TIAA products while enhancing service delivery and team performance.Accomplishments:-Managed over 30 client accounts daily, achieving customized solutions in retirement accounts, annuities and mutual funds.-Mentored new team members on best practices, improving service consistency, reducing handling time by 12%, and decreasing senior support team call volume by 2% monthly.-Led initiatives to streamline client service practices, resulting in a 15% reduction in service resolution time and increased client satisfaction.

Dallas, Texas, United States

Led instruction for Algebra I and Honors Algebra I in Title I schools, employing tailored educational strategies to support a diverse student body. Utilized data-driven insights to identify and address performance gaps, resulting in measurable improvements in student achievement. Collaborated with key stakeholders, including administration and parents, to implement innovative solutions that enhanced educational outcomes and fostered a positive learning environment.Accomplishments:-Increased academic performance by 10%, surpassing district-wide benchmarks and positioning the department as a leader in student test score improvements.-Leveraged stakeholder collaboration to implement strategic interventions, driving better engagement and learning outcomes, with measurable progress in challenging educational environments.

Greater St. Louis Area

Dedicated maintenance technician focused on enhancing building infrastructure and industrial components within a distribution center. Committed to fostering a culture of safety by implementing best practices and timely training while providing support to senior technicians in maintaining and repairing material handling equipment.Accomplishments:-Elevated preventative maintenance compliance from 42% to 91% within one year, demonstrating a commitment to operational excellence and proactive maintenance strategies.-Reduced the average number of open trouble tickets from 120 to just 3 daily, showcasing effective troubleshooting and problem resolution skills that significantly improved workflow efficiency.-Achieved promotion to Service Technician II in January 2021, reflecting exceptional performance and increased responsibilities in maintaining complex industrial systems.

Dallas/Fort Worth Area

Dynamic retail sales associate skilled in maintaining store operations and security while providing tailored solutions for customers' sleep needs. Proven track record in exceeding sales targets and delivering exceptional customer service.Accomplishments:-Achieved 291% of store sales quota during the first week of being placed on commission, demonstrating a rapid adaptation to sales strategies and customer engagement.-Consistently exceeded store sales quotas during every shift worked by April 2019, highlighting reliability and commitment to driving sales growth.-Ranked as one of the top 5 sales writers in the district in June 2019, generating $120,000 in top-line sales, showcasing strong performance and market impact.

Greater Minneapolis-St. Paul Area

Detail-oriented compliance analyst specializing in conducting thorough research and background investigations to uphold client integrity and mitigate risk for financial institutions. Proficient in ensuring compliance with AML and BSA guidelines while delivering accurate and timely reports.Accomplishments:-Conducted in-depth research and background investigations to ensure client integrity, successfully identifying and mitigating potential risks to the bank.-Achieved an average submission rate of 120% or more of the daily entity quota, maintaining no less than 95% accuracy in reporting, reflecting a strong commitment to operational excellence.-Regularly reviewed and analyzed investigation findings, effectively escalating high-risk cases and ensuring compliance with AML and BSA guidelines.

Edina, Mn

Proactive loan processor skilled in reviewing mortgage and equity loan applications to identify missing items and ensure compliance with regulatory standards. Adept at maintaining a detailed pipeline of loans and collaborating with various stakeholders to expedite processing.Accomplishments:-Facilitated the upfront review of mortgage and equity loan files, effectively identifying missing documentation and assisting in the completion of application packages to streamline the loan process.-Ensured regulatory compliance by meticulously reviewing data against established standards, contributing to a smooth and efficient approval process.-Coordinated communications with members, Realtors, and third-party stakeholders, expediting file processing to meet anticipated funding dates and enhance overall customer satisfaction.

Denver, Co

Dedicated concession manager with a strong background in providing exceptional customer service and ensuring food and beverage safety standards. Experienced in leading teams and managing inventory in high-pressure environments at entertainment venues.Accomplishments:-Achieved authorization to serve alcohol, including beer and spirits, by passing an exam with over 80% accuracy, demonstrating a commitment to compliance and responsible service.-Promoted within three months to manage concession stands at various entertainment venues in the Denver area, showcasing strong leadership and operational capabilities.-Managed inventory with precision and accuracy, contributing to efficient operations and reducing waste while leading a team of 2-10 individuals to deliver outstanding service.